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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,607 | $158,852-58.1% | $121,220-45.1% | $135,380-50.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.8%-0.3pp | 82.6%-11.2pp |
| Annual return | -4.93% | -0.64%-4.3pp | 16.94%-21.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,480 | $4,006+61.8% | $3,345+93.7% | $5,609+15.5% |
| Admin fee / account holder | $28,786 | $6,515+341.9% | $5,021+473.3% | $10,828+165.8% |